ADNCX Mutual Fund

ADNCX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
-10.29%
3 Months
+13.88%
6 Months
+7.23%
YTD
+4.37%
1 Year
-7.36%
3 Years (annualized)
+31.64%
5 Years (annualized)
-7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ADNCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+8.01%
vs Peers
-3.63%

ADNCX Mutual Fund Performance

ADNCX performance across multiple time periods: 1-month -10.29%, YTD 4.37%, 1-year -7.36%, 3-year 31.64%, 5-year -7.86%.

ADNCX returns trail the peer average of 8.01% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

ADNCX vs another fund shows side-by-side returns. ADNCX alternatives are available in the Mutual Fund Screener.